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Should I have a larger emergency fund?

Suggested by: timothy r guthrie (12 Oct, '18) Upvoted: 10 Aug Comments: 1
Under consideration

Can I Make a spousal IRA contribution

Suggested by: Shawn Glogowski (10 Jun) Upvoted: 22 Jul Comments: 0
Under consideration

reverse mortgage

Suggested by: Steven I Balaban (28 May) Upvoted: 22 Jul Comments: 0
Under consideration

Which accounts to pull management fees from

Suggested by: Dave Eads (29 Apr) Upvoted: 22 Jul Comments: 0
Under consideration

Age of Majority Options

Suggested by: Diane M Gederman (25 Feb) Upvoted: 08 Mar Comments: 0
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Student loan repayment options

Suggested by: Lucy Shair (13 Feb) Upvoted: 24 Mar Comments: 0
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What do I do with after-tax IRA or 401k contributions?

Suggested by: Pam Horack (23 Jan) Upvoted: 22 Jul Comments: 0
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Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)

Suggested by: Kevin R. (19 Jan) Upvoted: 22 Jul Comments: 0
Under consideration

Beginning of year checklist

Suggested by: Scott (10 Jan) Upvoted: 10 Jan Comments: 0
Under consideration

Roth conversion vs 0% LTCG

Suggested by: John (04 Dec, '19) Upvoted: 13 Feb Comments: 0
Under consideration

Original Medicaire vs. Medicare Advantage Plans

Suggested by: Brian (20 Sep, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

Roadmap to the Code of Ethics and Standards of Conduct - Checklist - Appendix 4 and 5 from CFP Board

Suggested by: J.C. Corrigan (06 Sep, '19) Upvoted: 20 Sep, '19 Comments: 0
Under consideration

Tweak the Should I Set Up a 401(k) flowchart

Suggested by: Graig (18 Jul, '19) Upvoted: 08 Nov, '19 Comments: 0
Under consideration

Closeley Held Business/Professional Practice Owner

Suggested by: Windward (16 Jul, '19) Upvoted: 24 Mar Comments: 0
Under consideration

Annuities

Suggested by: Gary Erickson (08 Jul, '19) Upvoted: 23 Apr Comments: 0
Under consideration

SSI Claiming strategies

Suggested by: Ben Prescott (16 Apr, '19) Upvoted: 12 Aug, '19 Comments: 0
Under consideration

Who is a dependant for tax purposes

Suggested by: DeDe Jones (01 Feb, '19) Upvoted: 26 Jun Comments: 0
Under consideration

What distributions must I take from an Inherited IRA (non-spouse)

Suggested by: Russell (30 Jan, '19) Upvoted: 09 May, '19 Comments: 0
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How to Calculate Roth Conversion

Suggested by: Steve Stanganelli (23 Jan, '19) Upvoted: 12 Jun, '19 Comments: 0
Under consideration

In-Service Withdrawals from Qualified Plan

Suggested by: Adam Jaroch (17 Jan, '19) Upvoted: 25 Jun Comments: 0
Under consideration

How to calculate Qualified Business Income

Suggested by: Mike (27 Dec, '18) Upvoted: 26 Jun, '19 Comments: 0
Under consideration

401k Loan Checklist/Guidelines

Suggested by: Erik Berry (26 Dec, '18) Upvoted: 28 Feb, '19 Comments: 0
Under consideration

Can I claim a tuition and fees tax deduction?

Suggested by: Russ Ford (07 Dec, '18) Upvoted: 22 Jul Comments: 0
Under consideration

When is it approriate to invest in a QLAC?

Suggested by: Stephanie Vokral (06 Dec, '18) Upvoted: 14 Dec, '18 Comments: 0
Under consideration

Counseling

Suggested by: John (04 Dec, '18) Upvoted: 12 Dec, '18 Comments: 0
Under consideration

fixing Roth or Regular IRA excess/ineligible contribution

Suggested by: Sean Cook (09 Nov, '18) Upvoted: 11 Dec, '18 Comments: 0
Under consideration

Social Security

Suggested by: John (28 Sep, '18) Upvoted: 11 Oct, '18 Comments: 0
Under consideration

Do I qualify for American Opportunity Tax Credit

Suggested by: Liam Hurley (13 Sep, '18) Upvoted: 01 Oct, '18 Comments: 0
Under consideration

CARES Act Qualified Plan Withdrawals

Suggested by: Bonnie A Sewell (09 Apr) Upvoted: 09 Apr Comments: 1
Done

Move vs. Remodel Home

Suggested by: Mark Cooke (10 Aug) Upvoted: 10 Aug Comments: 0
Under consideration

Digital Assets

Suggested by: DeDe Jones (29 Jul) Upvoted: 29 Jul Comments: 0
Under consideration

Qualifying for a Mortgage as a Business Owner

Suggested by: Jacquelin (20 Jul) Upvoted: 20 Jul Comments: 0
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When to itemize versus claim the standard deduction

Suggested by: Holly (10 Jul) Upvoted: 10 Jul Comments: 0
Under consideration

72(t) / SEPP rules

Suggested by: Rich (06 Jul) Upvoted: 06 Jul Comments: 0
Under consideration

Medicaid Enrollment Process

Suggested by: Matthew Ragudo (29 Jun) Upvoted: 29 Jun Comments: 0
Under consideration

Medicaid Eligibility

Suggested by: Matthew Ragudo (29 Jun) Upvoted: 29 Jun Comments: 0
Under consideration

Reviewing Child Care Options

Suggested by: Ben Martinek (17 Jun) Upvoted: 17 Jun Comments: 0
Under consideration

Calculating an IRD Deduction

Suggested by: Walter Pardo (04 Jun) Upvoted: 04 Jun Comments: 0
Under consideration

1031 Exchange

Suggested by: Ann C Alsina (22 May) Upvoted: 22 May Comments: 0
Under consideration

How to maximize HSA contributions.

Suggested by: Michael L. Thompson (23 Apr) Upvoted: 23 Apr Comments: 0
Under consideration

death of parent

Suggested by: David Silberg (20 Apr) Upvoted: 20 Apr Comments: 0
Done

We gotta get some LTC Long Term Care in here!

Suggested by: big Michael fanboy (20 Apr) Upvoted: 20 Apr Comments: 0
Under consideration

can we get some medicare part c?

Suggested by: big fan (20 Apr) Upvoted: 20 Apr Comments: 0
Under consideration

MAGI

Suggested by: Lew (16 Apr) Upvoted: 16 Apr Comments: 0
Under consideration

Master list of lists

Suggested by: Melissa Joy (16 Apr) Upvoted: 16 Apr Comments: 0
Done

Wash Sale

Suggested by: Shawn Glogowski (14 Apr) Upvoted: 14 Apr Comments: 0
Under consideration

Annuity review

Suggested by: Kent Travis (12 Apr) Upvoted: 12 Apr Comments: 0
Under consideration

Paycheck Protection Act Summary or Checklist

Suggested by: Steph Bruno (01 Apr) Upvoted: 01 Apr Comments: 0
Done

Tax-Efficient Spending Strategies From Retirement Portfolios

Suggested by: Chris (13 Feb) Upvoted: 13 Feb Comments: 0
Under consideration

Showing the Benefit of Savings in Different Tax Buckets

Suggested by: Amy (07 Feb) Upvoted: 07 Feb Comments: 0
Under consideration

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